Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
RCN Retirement Plan Tactical Asset Allocation Moderate NA 11.18% 0.49% 7.18% 8.16% 7.69% 9.02% 8.37%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
RCN Retirement Plan Tactical Asset Allocation Moderate 12/31/2000 01/08/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) -1.32 11.18 0.49 7.18 8.16 7.69 9.02 8.37 NA -2.18 11.96 -13.01 12.28 20.94 23.25 17.17 14.30 3.23 -5.40 0.77 9.90 5.04 1.01 11.87 29.06 -10.48 18.83 20.94 13.49 11.99 13.92 -9.39 2.31
Sharpe Ratio NA -0.80 -0.53 0.32 0.70 NA NA 0.78 0.03 -0.93 0.99 -1.54 1.21 2.41 2.25 1.60 2.75 0.53 -0.80 0.14 1.39 0.83 0.10 0.88 2.57 -1.40 1.28 1.91 1.64 1.32 2.71 -1.84 0.01
Standard Deviation(%) NA 9.41 8.89 9.14 8.45 NA NA 8.42 12.07 9.41 7.78 9.36 10.14 8.61 9.69 9.93 4.98 5.73 6.79 5.30 7.08 5.99 9.40 13.34 11.25 8.14 12.34 9.24 6.91 8.35 4.88 5.71 0.05
Draw Down(%) NA 7.43 11.92 13.99 13.99 NA NA 15.59 1.00 7.43 6.43 13.99 5.64 4.23 0.00 5.63 2.70 5.23 10.45 7.04 7.25 5.83 8.42 9.12 5.36 13.32 10.92 11.30 5.45 10.56 3.99 10.11 0.00
Yield(%) NA 3.76 4.50 8.79 8.34 NA NA 5.77 NA 0.61 3.66 2.75 6.96 12.88 23.25 18.14 1.16 3.08 5.93 5.20 3.05 3.71 2.64 2.83 3.84 2.97 8.69 9.51 3.80 2.42 2.36 0.87 2.31
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RCN Retirement Plan Tactical Asset Allocation Moderate -1.60%
Dec 2021 - Dec 2024
0.72%
Apr 2011 - Apr 2016
5.00%
Oct 2007 - Oct 2017
6.91%
Feb 2001 - Feb 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RCN Retirement Plan Tactical Asset Allocation Moderate 22.63%
May 2018 - May 2021
17.52%
Dec 2016 - Dec 2021
11.53%
Apr 2003 - Apr 2013
10.29%
Jun 2005 - Jun 2020
Annualized Rolling Returns Comparison Chart